DCIO Internal Sales Strategist

Nuveen, a TIAA company; Charlotte (NC); On-site; USD 78,000 - 109,000; Full time

Job summary

Nuveen, a TIAA company, seeks an Internal Sales Associate focused on DCIO Specialists to partner with external sales, nurture opportunities, and close sales of retirement products to retirement plan advisors and intermediaries.

The role emphasizes building CRM data quality, coordinating client meetings, and supporting territory sales plans while staying informed about market trends and product performance.

Qualifications

• 2+ years experience in internal sales, or supporting external wholesaler, or related domains familiar with target date funds & DC retirement investment products
• FINRA Series 7 and Series 63

Responsibilities

• Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
• Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to grow opportunities
• Maintain high-quality CRM pipeline data (Salesforce)
• Prepare for client meetings and follow through on post-meeting activities
• Support territory plans and stay updated on industry trends to spot opportunities
• Share best practices and coach across NRI teams

Skills

Business Development

Client Relationship Management

Influence

Market Research

Competitive Analysis

Nuveen Products/Services Acumen

Practice Management Strategy

Relationship Management

Retirement Planning Selling

Sales

Strategic Planning

Education

University degree preferred

Job description

Nuveen, a TIAA company, seeks an Internal Sales Associate focused on DCIO Specialists to partner with external sales, nurture opportunities, and close sales of retirement products to retirement plan advisors and intermediaries.

The role emphasizes building CRM data quality, coordinating client meetings, and supporting territory sales plans while staying informed about market trends and product performance.